C O U R S E
C A T A L O G
A software solution only benefits your organization when your employees know how to use it. Have you
just purchased an Infogix solution? Or, are you a long-time user of Infogix solutions with a need to get
your newest employees up to speed? Infogix offers a variety of training options for all of our products,
and for every caliber of user. Our training solutions can be offered live, at your site, or online through
our flexible scheduling and pricing options.
Infogix Assure Basic Training
This course is designed to introduce participants to foundational knowledge and skills
required to develop controls as well as manage and enhance deployed controls.
Who Should Attend
BASIC TRAINING
Anyone interested in learning the fundamental concepts associated with Infogix
Assure controls and personnel who will ultimately be involved in the Infogix Assure
implementation.
Course Prerequisites
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Familiarity with your organization’s inputs, business processes, and work flow
Basic understanding of the ways in which the application of Infogix Assure will
benefit your business
Curriculum
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Assure Overview - This overview introduces participants to Infogix Assure by providing a high level detailed
introduction to the product and its capabilities.
Summary Controls Training - This module familiarizes participants with the summary balancing function of Infogix
Assure. It provides students with practice exercises that will assist in the development of basic Infogix Assure
Summary controls.
Detail Controls Training - This module familiarizes participants with the detail controls aspect of Infogix Assure. It
provides students with practice exercises that assist in the development of basic Infogix Assure Detail controls.
Additional Training Modules
One additional training module, from the list below, is included with the Assure Basic Training package. Additional
training modules can be purchased independently.
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Layouts (1/2 day) covers the following layout types:
• Database Layout – A database layout defines the data in any relational database for use by Infogix Assure. The
data can be accessed by a standard database connection. A standard connection can be either a direct JDBC™
connection or a JNDI™ name that identifies the JDBC connection.
• XML Layout – XML is a standard way of tagging data so it can be read and interpreted by a variety of Web
browsers, software, servers, and clients, regardless of how it was created. An XML layout defines data with XML
tags delimiting groups and fields for use by Infogix Assure.
• Web Service Layout – A Web Service layout defines access to a SOAP web service operation and its returned
data. In order to build the web service layout, you will need to know the SOAP endpoint address, the operation
(method) to invoke, and be able to provide the XML text of a full SOAP envelope including the request, which
can be tailored to define either constant parameter values or runtime substitution parameters.
Infogix Training Guide
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Data Quality Controls – With the data quality module you can verify the content of data elements entering, or
about to enter your information systems. Through the use of quality “dimensions” the data quality module will
validate the format and content of individual data elements, it will validate the context of data transactions, and it
will build historical profiles that catalog the data elements and transactions over time. (1 day)
Scan and History Controls – Scan and history control points apply validations and actions to control data already
processed at a previous control point and stored in the Assure database. They can be used to generate reports on
data of interest. (1/2 day)
Point to Point Validation – Your business application may rely upon transactions or files that must remain
unchanged through multiple “checkpoints” in a single system or process. A type of validation known as a point-topoint validation can be a valuable tool for such applications. Point-to-point validations verify that outputs of one
processing step remain unchanged for input into a subsequent step. (1/2 day)
Course Length
On-site: 2.5 days*
WebEx: 4 two-hour sessions
*Note that some of the additional modules may increase the course duration up to 3 days based on the length of the module.
Format
This course is available for on-site or WebEx instruction.
Infogix Assure Intermediate Training
This course builds upon the foundational knowledge and skills acquired in the Assure
Basic training course.
Who Should Attend
I N T E R M E D I AT E
TRAINING
Anyone interested in learning additional concepts associated with Infogix Assure
controls and personnel who will ultimately be involved in the Infogix Assure
implementation.
Course Prerequisites
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Completion of the Infogix Assure Basic Training course
Familiarity with your organization’s inputs, business processes, and work flow
Basic understanding of the ways in which the application of Infogix Assure will benefit your business
Curriculum
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Reconciliation Controls Training – This module familiarizes participants with the concept of reconciliation within
Infogix Assure. It provides students with practice exercises that assist in the development of basic Infogix Assure
Reconciliation controls.
Translation Tables Training – Translation is the process by which something is converted from one state or form, to
another. In language, translation converts something from a foreign language into your own, or vice versa. Similarly,
in the Infogix Assure application, translation can convert similar, but not identical data from one or more sources into
a single, common structure, for use in extraction. In this course you will create two translation tables and utilize them
for data extraction.
Text Functions Training – The Infogix Assure training examples focus on inputs that contain discrete, easily
accessible data. However, the data that flows into your real business applications may not be that straightforward.
The Infogix Assure application contains “functions” that enable you to extract and isolate even the most convoluted
data. This course acquaints you with the most common functions.
Infogix Training Guide
Additional Training Modules
One additional training module, from the list below, is included with the Assure Intermediate Training package.
Additional training modules can be purchased independently.
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Runtime Fields & Work Fields – Runtime fields acquire their values during execution of a control point. This feature
lets you alter control point rule behavior with execution time values. Work fields are optional storage fields for use
when extracting data for control points. You can use work fields to store all the fields from a layout or sublayout
as a single field. You can also use work fields to store individual values, such as extracted values, the results of
computations, and flags or indicators. (1/2 day)
Scripting and Utilities – Understanding how to develop scripting for Infogix Controls to work with an external job
scheduler is critical to optimizing your business controls. This module will cover the basics of developing scripts
to implement Infogix Assure Controls. Infogix Utilities training will provide you with examples of the database
maintenance tools you can use to manage the Infogix Assure database and Command line utilities. (1 day)
File Monitoring Training – Suppose that a critical step in your business process relies upon inputs coming in from a
variety of sources, in a variety of formats. Suppose that processing cannot proceed unless all inputs are present and
accounted for. An Infogix Assure file monitor enables you to monitor the system in anticipation of those inputs, and
to initiate additional processing after they have been received. (1/2 day)
Suspense Processing Training – Suspense processing uses a temporary holding area (suspense file) to hold data
not matched in a reconciliation execution. This suspense file is then used as input into the next processing cycle, to
check if items can be matched off from the current input source(s). Items that are matched will be removed from the
suspense file and new items not matched will be sent into the suspense file. This course will acquaint you with setting
up a Suspense Processing control. (1/2 day)
Tracking Controls & Calendar Functions Training – This module will provide you with a scenario and practice
exercises that you can use to learn the minimum basics of timeliness and latency within Tracking Controls. After an
initial setup and testing phase, processing with the Infogix Assure application is driven by schedules and calendars.
When new data comes in, you may need to determine whether or not that data meets the parameters dictated by
established calendars or schedules before you process it. The Infogix Assure application contains a series of calendar
functions that allow you to easily make that determination. (1 day)
Course Length
On-site: 2 days*
WebEx: 4 two-hour sessions
*Note that some of the additional modules may increase the course duration up to 3 days based on the length of the
module.
Format
This course is available for on-site or WebEx instruction.
Infogix Training Guide
Infogix Assure Advanced Training
This course builds upon the foundational knowledge and skills acquired in the Basic
and Intermediate training courses.
Who Should Attend
A D VA N C E D T R A I N I N G
Anyone interested in learning additional concepts associated with Infogix Assure
controls and personnel who will ultimately be involved in the Infogix Assure
implementation.
Course Prerequisites
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Completion of the Infogix Assure Basic and Intermediate Training courses
Familiarity with your organization’s inputs, business processes, and work flow
Course Objectives
Upon completion of this course, students should be able to:
• Desribe the circumstances under which a complex Assure Controls would be required
• Use Control Requirements to code Assure Controls, without full step-by-step instructions
• Create User Reports to display control results
Course Length
On-site: 3 days
WebEx: 4 two-hour sessions
Format
This course is available for on-site or WebEx instruction.
Infogix Training Guide
ER – Enterprise Reconciliation Basic Training
BASIC TRAINING
The Infogix Enterprise Reconciliation solution centralizes and standardizes the
exception and reconciliation management processes through the integration of
Infogix ER and Infogix Assure. This course familiarizes you with the Infogix ER
application. It provides you with a simple example and practice exercises that allow
you to set up and run a basic Infogix ER reconciliation.
Who Should Attend
Anyone interested in learning the fundamental concepts associated with Infogix ER,
and personnel who will ultimately be involved in the Infogix ER implementation.
Course Prerequisites
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Basic understanding of the ways in which the application of Infogix ER will benefit your business
Mastery level knowledge of your organization’s inputs, business process, and workflow
Strong knowledge of database structure and setup
Access to a functional database dedicated exclusively to the Infogix ER application
Training and experience with Infogix Assure
Course Objectives
Upon completion of this course, you should be able to:
• Follow the correct steps, in the correct sequence, to setup and test an Infogix ER application
• Define and describe reconciliation
• Complete setup tasks required for Infogix ER
• Define a reconciliation within the Infogix ER application
• Set up the reconciliation rules required in Infogix ER
• Set up an Infogix Assure reconciliation in order to prived data to Infogix ER
• Prepare Infogix ER to receive data
• Run the Infogix Assure reconciliation control
• Review the results in Infogix ER
Course Length
On-site: 2 days
WebEx: 3 two-hour sessions
Format
This course is available for on-site or WebEx instruction.
Infogix Training Guide
Insight Administration Basic Training
The Infogix Insight Administration training curriculum introduces participants to
foundational knowledge and skills required to administer Infogix Insight and build a
control view.
BASIC TRAINING
Who Should Attend
Anyone interested in learning and practicing the fundamental tasks associated with
Infogix Insight Administration and personnel who will ultimately be involved in the
Infogix Insight implementation.
Course Prerequisites
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Familiarity with your organization’s inputs, business processes, and work flow
Solid, working knowledge of the automated controls in production at your organization, and what their results
represent
Basic understanding of the ways in which the application of Infogix Insight will benefit your business.
Prior attendance and participation in any Infogix Assure 100-level training course, or prior attendance and
participation in any Infogix ACR 100-level training course.
Course Objectives
Upon completion of this course, the participant will be ready to conduct these actions:
• Identify roles and assign permissions
• Set up contacts and compliance programs
• Define information sources and load control definitions
• Specify system options
• Enhance loaded controls
• Create control groups
• Build control views
• Import and export Infogix items
• Roll off control executions
• View the audit trail
• Generate a Compliance Program Reference Report
Curriculum
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Infogix Insight Administration – Participants are introduced to Infogix Insight by providing detailed instructions for
completing the basic administrative setup, and allowing the user to build a sample control view.
Case Management – This lesson familiarizes participants with the case management function of Infogix Insight. It
provides students with practice exercises that cover the fundamental concepts associated with case management.
Controls Monitoring – This lesson familiarizes participants with the controls monitoring feature of Infogix Insight.
Students study each component that can be incorporated into a custom view, and practice building their own view.
Course Length
On-site: 1 day
WebEx: 2 two-hour sessions
Format
This course is available for on-site or WebEx instruction.
Infogix Training Guide
Perceive Data Management Basic Training
Infogix Perceive facilitates the transfer of Infogix Assure® and Infogix ER™ data to
an Infogix Perceive database or to an external repository. Through scenario=based
exercises, participants become proficient in the Infogix Perceive Data Management
interface.
BASIC TRAINING
Who Should Attend
Anyone interested in learning the fundamental concepts of Infogix Perceive, and
personnel who will ultimately be involved in the Infogix Perceive implementation.
Course Prerequisites
Before attending this course, you should have the following understanding:
• Mastery level knowledge of your organization’s data, business processes, and workflow
• Familiarity with Infogix Assure concepts including control entities and control points
• Familiarity with Infogix ER concepts including reconciliation (optional)
Course Objectives
Upon completion of this course, the participant should be able to:
• Define and describe Infogix Perceive and how it relates to the other Infogix solutions
• Understand the purpose of roles in the Data Management interface
• Set up and use Infogix sources
• Set up data entities
• Create and map reference data (optional)
• Set up data views
• Set up an extract event
• Identify and view reports in the Reports interface
• Create a simple ad hoc report in the Reports interface
• Schedule and distribute reports using a report event
Course Length
On-site: 1 day
WebEx: 2 two-hour sessions
Format
This course is available for on-site instruction only.
Infogix Training Guide
Perceive Studio Intermediate Training
STUDIO
I N T E R M E D I AT E
TRAINING
Infogix Perceive facilitates the transfer of Infogix Assure® and Infogix ER™ data to
an Infogix Perceive database or to an external repository. This course offers you
advanced training in Perceive Studio, which will assist you in the creation of complex
reports. Through a combination of lecture and hands-on exercises, participants will
become proficient in creating complex reports.
Who Should Attend
Anyone interested in learning advanced concepts of Perceive Studio and personnel
who will ultimately be involved in the Infogix Perceive implementation.
Course Prerequisites
Before attending this course, you should have:
• Mastery level knowledge of your organization’s data, business processes, and workflow
• Familiarity with Infogix Assure concepts including control entities and control points
• Familiarity with Infogix ER concepts including reconciliation (optional)
• Completed the Infogix Perceive Data Management Level 100 Training
Course Objectives
Upon completion of this course, you should be able to:
• Define and describe Perceive Studio and its relationship to other Infogix solutions
• Navigate the Perceive Studio panels and views
• Create a Data View in Infogix Perceive
• Create two Domain-Based reports in Perceive Studio
• Add static and dynamic elements to the report
• Add Pararmeters and Input Controls to enhance and improve the reports
• Create a pit chart and region-based map as an alternative way to express the data
• Run the reports
• Schedule a report event
• Build a Dashboard that will combine all reports into a single view
Curriculum
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Advanced Report Design – You will learn how to create various advanced reports, including Domain-based reports
and Interactive Reports. Other advanced reporting features are covered, such as adding images, maps, and graphs
to reports.
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Perceive Dashboards – Dashboards provide an at-a-glance overview of key performance indicators relevant to a
particular object or business process. In this training, you will learn how to create Perceive Dashboards to display
several related reports in a single, integrated view.
Course Length
On-site: 3 Days
Format
This course is available for on-site instruction only.
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